Never miss a client RMD deadline again
Every Monday, WebRun opens RightCapital, identifies clients who must take required minimum distributions in the current year, checks whether each RMD has been satisfied, and posts your planning team a Slack alert with a running Google Sheets tracker of outstanding distributions.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically track which clients still need to take their required minimum distributions?
WebRun reviews RightCapital every Monday to identify clients with required minimum distribution obligations for the year, checks whether each has been satisfied, and posts advisors a Slack alert with outstanding amounts and deadlines. It also updates a Google Sheets tracker so the whole planning team has a live view of RMD status.
- No client faces an IRS penalty from a missed RMD
- Advisors have a live weekly tracker without manual spreadsheet updates
- At-risk clients surface automatically 60 days before the December deadline
Built for financial advisors · RIAs · wealth managers · retirement planning specialists
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - identify clients with RMD obligations this year
rightcapital.com How to Automate RightCapital
WebRun opens RightCapital to identify clients with RMD obligations this year. - Open RightCapital and navigate to the retirement accounts section
- Filter for clients age 73 or older with traditional IRA or inherited account balances
- Capture each client's estimated RMD amount, due date, and whether a distribution has been taken
- Flag anyone within 60 days of December 31 with no recorded distribution
Done when Every client with an outstanding RMD obligation is listed with their estimated amount and deadline.
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2
Google Sheets - log RMD status and outstanding amounts
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log RMD status and outstanding amounts. - Open the RMD tracker spreadsheet and update each client's row with their current status
- Record the estimated RMD, amount taken to date, remaining balance, and days until deadline
- Mark satisfied RMDs as complete and highlight at-risk rows in red
Done when The RMD tracker sheet reflects this week's status for every client with an RMD obligation.
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3
Slack - alert planning team to at-risk clients
slack.com How to Automate Slack
WebRun opens Slack to alert planning team to at-risk clients. - Post a summary alert to the planning team's Slack channel listing at-risk clients
- Include each client's name, advisor, outstanding RMD amount, and days until the deadline
- Link to the Google Sheets tracker for full detail
Done when Advisors have a live Slack alert with every at-risk RMD and a link to the tracker.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun initiate the actual distribution from the account?
No. WebRun only tracks and alerts. All distributions are initiated by the advisor or client through the custodian. WebRun never touches account funds or submits withdrawal requests.
How accurate is the RMD calculation?
WebRun reads the RMD estimate already calculated in RightCapital, which advisors have set up. It does not recalculate; it flags clients where the plan shows a distribution obligation that has not yet been recorded as satisfied.
What if a client completed their RMD outside of RightCapital?
Advisors should update the distribution status in RightCapital after it occurs. WebRun reads the live data each Monday, so once the record is updated, that client is removed from the alert list automatically.
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